Rockefeller Capital Management »

Source Capital shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 525 45.02

More positions owned by Rockefeller Capital Management

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
salesforce (CRM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tidal Trust Iii Rockefeller Glob (RGEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Trust Iii Rockefeller Us S (RSMC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rockefeller Capital Management

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Hara Capital
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Anchor Investment Management
Smith Asset Management
Invesco
Chemistry Wealth Management
Us Bancorp
LPL Financial

View all funds holding Source Capital